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SCHE
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Position history for Wealthspire Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Wealthspire Advisors, LLC holds 1.3M shares of SCHE (SCHWAB STRATEGIC TR), worth $41.4M as of 2026-Q1. The position was increased (+24.6% shares). SCHE represents 0.3% of Wealthspire Advisors, LLC's portfolio.

Current Value

$41.4M

Current Shares

1.3M

Total Value Change

+$18.5M

Total Shares Change

+394,962

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+24.6%
$41.4M0.3%$33.61
43
2025-Q4
Decreased
1M
-46.8%
$33M0.3%$32.77
0
2025-Q3
Decreased
1.9M
-0.7%
$63.2M0.3%$32.33
0
2025-Q2
Increased
1.9M
+0.9%
$57.5M0.3%$29.30
35
2025-Q1
Increased
1.9M
+101.4%
$52.1M0.3%$26.83
57
2024-Q4
Increased
939,135
+4.5%
$25M0.2%$25.98
36
2024-Q3
Increased
899,039
+4.3%
$26.2M0.3%$27.87
36
2024-Q2
Decreased
861,533
-0.6%
$22.9M0.3%$25.10
0

Other major holders of SCHE: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Financial Engines Advisors L.L.C.

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